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| Side by side | HTAX |
|---|---|
| Strategy | Bonds & Cash · Municipal |
| Expense ratio | 0.49% |
| Cost per year on $10k | $49 |
| Trailing 12-mo yield | 4.69% |
| Income per year on $10k | $469 |
| YTD | +0.2% |
| 1 year | +0.6% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −8.1% |
| Volatility · 1Y | 5.5% |
| Holdings | 0 |
| Assets | $95M |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.